Lactoferrins - supply and sell prices

Shareholders,
Have a look at https://www.farmonline.com.au/story/7986967/20m-factory-expansion-38m-solar-farm-planned/?cs=15058.
Provico = another competitor in a soft market. Now have Bega, Noumi, BFC, Saputo and Provico. Supply dynamics look to be in excess of 150tonnes per year.
Believe spot market on high grade lactoferrins last week fell to or below A$350kg. Is there a margin at this price?
BFC investment in Lactoferrins (was A$20M) now looks to be under extreme margin pressure. Other processors face the face problem. Over supply and all are price takers.
NAB's demand for $16m Debt reduction ex BFC Capital Raise starts to look like a smart move.
On market data available, looks like BFC makes positive margin on Whey and Cream. Mozzarella and Lactoferrins are in the red..................... This position is unlikely to change in FY22/3.